Take the guesswork out of estate administration
Estate Administration for Canadians is an online course that shows how to manage a loved one’s estate from start to finish.
You get clear, step-by-step guidance for both simple and complex estates.
No unnecessary stress or second-guessing!
You’ll feel confident knowing how to handle things properly, legally, and in the right order.
Join the waitlist for early access and special bonuses when enrollment opens!
See how to:
Start smartUnderstand your role, what to do in the first 72 hours, and set up your system to manage the estate.
Secure the estate
Protect the estate’s property and valuable assets to prevent loss, damage, or legal issues.
Navigate probate
See when probate is required, steps to apply, and how to avoid delays.
Manage the estate
Track down assets, handle bills and taxes, and stay on top of financial responsibilities with simple tools and checklists.
Handle beneficiaries & disputes
Know how to understand the Will, communicate with beneficiaries, and smoothly handle tricky family situations.
Distribute the estate & final reporting
Distribute inheritances, finalize estate accounting, and complete the last legal and administrative steps to officially end your role.
Follow this course step-by-step to confidently settle an estate!
“This is the most clear and comprehensive guide I’ve ever seen.
Every executor in Canada needs this!”
Helping Canadians with estate administration for 25+ years
Nicole Garton
Recognized by Best Lawyers in Canada™
for trusts and estates
Hi, I’m Nicole Garton, wills and estates lawyer and co-founder of Heritage Trust.
I’ve spent over 25 years helping Canadians navigate the complexities of estate administration and executor responsibilities.
I know how overwhelming this role can be - especially while grieving, buried in paperwork, and managing family dynamics.
This course gives you the step-by-step plan to settle an estate from start to finish.
Simplify estate administration with this course:
Short video lessons walk you through each step
Checklists and templates keep you organized and save hours of work
Sample letters to copy, edit, and send right away
Bonus trainings on complex situations like digital assets and U.S. property
Private Facebook group for support, answers, and encouragement
Follow this course to:
✓ Know what to do once someone passes away
✓ Save time with checklists, templates, and sample letters
✓ Easily handle estate tasks like probate, property, taxes, and distributions
✓ Avoid common mistakes that cause delays, conflict, or personal liability
✓ Communicate clearly with beneficiaries and manage family expectations
✓ Close the estate properly so your executor duties are complete!